The Latest

From new rules for 529 plans to the best- and worst-performing funds of the past 10 years, here are the tax stories that have resonated the most with financial advisors.

Stephen Evans is an IT Solutions Architect who currently operates as a branch owner and director at WillDom, a global technology company committed to pairing clients with right-fit technology solutions. With a Master's in Information Systems and over 20 years in IT, he focuses on delivering margin-producing solutions to the most difficult problems that business and firm leaders face. Most recently, Stephen was CEO and Senior IT Solutions Architect at The Facilitator, a Dallas/Fort Worth-based process improvement and custom software development firm, specializing in helping businesses and accounting firms accomplish their goals in the most efficient ways possible.

Bob Leonard is a co-founder and board member at Spark Health, and the SVP of strategic partnerships at Therapy Partner Solutions.

Morgan Stanley at Work found that 66% of employees have scaled back retirement savings because of financial concerns.

The additions allow the Rhode Island bank to expand its wealth management footprint along the East Coast and in San Francisco, where the recently shuttered First Republic was based.

Even if it's uncomfortable, Lester said, sharing personal experiences can help earn the trust of millennial and Gen Z investors.

Carlos Kazuo Missao is head of innovation, Americas, at GFT.

In a crowded market, aiming to serve clients in a specialized area can help advisors differentiate themselves from the pack.

Two financial advisors and a financial technology entrepreneur explained how the usage of the tools disproves what is often seen as an either-or decision.

Maayan is the founder of Hello Heart, a clinically-based digital program that empowers people to understand and improve their heart health - the #1 cost factor for employers and #1 cause of death. Under her leadership, the company has grown to having 100+ employees, a client list of 40+ Fortune 500 companies including Delta Airlines and CVS, coverage of more than 1.5 million members, and total funds raised at $138 million dollars.